Meet the Dakota Team

At Dakota, everything we do is for the investment sales professional. We’re a team of industry experts constantly challenging each other to grow every day.

Meet The team

Investment Sales Software Sales Marketing and Member Success Technology Data Dakota Live Intern
Tracy Rogers, Chief Administrative Officer

Tracy Rogers

Chief Administrative Officer

Watch Bio Video
Anna Blumenfeld, Vice President, Institutional Sales

Anna Blumenfeld

Vice President, Institutional Sales

Watch Bio Video
Chris O'Grady, Chief Investment Officer

Chris O’Grady

Chief Investment Officer

Watch Bio Video
Priya Stanley, Chief Technology Officer

Priya Stanley

Chief Technology Officer

Watch Bio Video
Elizabeth Reese, Director of Finance at Dakota

Elizabeth Reese

Director of Finance

Dustin Echenique, Chief Operating Officer at Dakota

Dustin Echenique

Chief Operating Officer

Watch Bio Video
Tim Brown, Chief Financial Officer

Tim Brown

Chief Financial Officer

Watch Bio Video
Dominique Mortelliti, Business Development Director

Dominique Mortelliti

Account Executive & Studio Sales Representative

Watch Bio Video
Rob Robertson, Chief Revenue Officer

Rob Robertson

Chief Revenue Officer

Watch Bio Video
Kim Mullarkey, Business Development Director

Kim Mullarkey

Business Development Director

Watch Bio Video
Anna Walsh, Head of Membership Services

Anna Walsh

Chief Customer Officer

Watch Bio Video
Amy Sariego, Director of Content Marketing

Amy Sariego

Director of Content Marketing

Watch Bio Video
Tim Dolan, Vice President of Institutional Sales

Tim Dolan

Vice President, Institutional Sales

Watch Bio Video
Andrew O'Shea, Vice President of Institutional Sales

Andrew O’Shea

Vice President, Institutional Sales

Watch Bio Video
Ryan Creighton, Vice President of Institutional Sales

Ryan Creighton

Vice President, Institutional Sales

Watch Bio Video
Steve Aitken, Vice President of Institutional Sales

Steve Aitken

Vice President, Institutional Sales

Watch Bio Video
Stephanie Patterson, Data Enrichment Manager

Stephanie Patterson

Data Enrichment Manager

Lee Beck, Director of Strategic Relationships

Lee Beck

Director of Strategic Relationships

Watch Bio Video
Morgan Holycross, Content Marketing Associate

Morgan Holycross

Content Marketing Associate

Anngie Licarte, Data Research Analyst

Anngie Licarte

Data Research Analyst

Watch Bio Video
Nick Butz, Account Executive

Nick Butz

Account Executive

Watch Bio Video
Forry Smith, Account Executive

Forry Smith

Account Executive

Watch Bio Video
Sean Dolan, Business Development Director

Sean Dolan

Account Executive

Watch Bio Video
Sowon Park, Multimedia Graphic Designer

Sowon Park

Multimedia Graphic Designer

Watch Bio Video
Barbara Loeslein, Vice President of Advancement

Barbara Loeslein

Vice President of Advancement

Watch Bio Video
John Nostrant, Business Development Director

John Nostrant

Business Development Director

Watch Bio Video
Matt Marino, Business Development Director

Matt Marino

Business Development Director

Watch Bio Video
Conner Mosebrook, Business Development Director

Conner Mosebrook

Business Development Director

Watch Bio Video
Jack Miller, Business Development Director

Jack Miller

Business Development Director

Watch Bio Video
Jack Lamb, Business Development Director

Jack Lamb

Business Development Director

Watch Bio Video
John Powers, Business Development Representative

John Powers

Business Development Director

Watch Bio Video
Drew Supinski

Drew Supinski

Business Development Director

Watch Bio Video
John Repke, Business Development Director

John Repke

Business Development Director

Max Brooks, Business Development Director

Max Brooks

Business Development Director

Watch Bio Video
Ryan O'Mara, Business Development Director at Dakota

Ryan O'Mara

Business Development Director

Watch Bio Video
Doug Beck, Market Intelligence Analyst

Doug Beck

Market Intelligence Analyst

Watch Bio Video
Mousaab Abdalla, Membership Services Manager

Mousaab Abdalla

Membership Services Manager

Watch Bio Video
Joe Hoey, Customer Success Manager

Joe Hoey

Membership Service Manager

Watch Bio Video
Luke Boedicker, Membership Services Manager

Luke Boedicker

Membership Services Manager

Watch Bio Video
Dan Starr, Director of Data Management and Strategy

Dan Starr

Director of Data Management and Strategy

Watch Bio Video
Matt Loeslein, Director of Institutional Research, Head of Search

Matt Loeslein

Director of Institutional Research, Head of Search

Watch Bio Video
Nathan Sealy, Salesforce Data Manger

Nathan Sealy

Salesforce Data Manager

Watch Bio Video
Manfred Kanther, Manager of Strategic Initiatives

Manfred Kanther

Manager of Strategic Initiatives

Watch Bio Video
Tyler Goodstein, Salesforce Administrator

Tyler Goodstein

Salesforce Administrator

Watch Bio Video
Koncheng Moua, Research Data Analyst

Koncheng Moua

Research Data Analyst

Watch Bio Video
Tim Mitchell, Senior Director of Technology

Tim Mitchell

Senior Director of Technology

Watch Bio Video
Roberto Yambo, Production Manager

Roberto Yambo

Production Manager

Watch Bio Video
Jamie Sims, Video Operations Manager

Jamie Sims

Video Operations Manager

Watch Bio Video
Parker Childs

Parker Childs

Investment and Research Intern

Seamus McCloskey

Seamus McCloskey

Software Sales Intern

Torben Wunderle

Torben Wunderle

Data Intern

Michael Jamieson

Michael Jamieson

Data Intern

Jacob Zeng

Jacob Zeng

Data Intern

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dakota Live!